Founders Financial Securities’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $283K | Buy |
2,452
+58
| +2% | +$6.69K | 0.02% | 427 |
|
2025
Q1 | $236K | Buy |
2,394
+76
| +3% | +$7.49K | 0.02% | 425 |
|
2024
Q4 | $246K | Buy |
+2,318
| New | +$246K | 0.02% | 406 |
|
2021
Q4 | – | Sell |
-1,860
| Closed | -$252K | – | 279 |
|
2021
Q3 | $252K | Sell |
1,860
-10,370
| -85% | -$1.4M | 0.05% | 230 |
|
2021
Q2 | $1.79M | Sell |
12,230
-320
| -3% | -$46.8K | 0.35% | 61 |
|
2021
Q1 | $1.39M | Sell |
12,550
-960
| -7% | -$106K | 0.32% | 60 |
|
2020
Q4 | $1.53M | Sell |
13,510
-4,550
| -25% | -$515K | 0.37% | 49 |
|
2020
Q3 | $1.85M | Sell |
18,060
-15,040
| -45% | -$1.54M | 0.59% | 33 |
|
2020
Q2 | $3.19M | Buy |
33,100
+4,810
| +17% | +$463K | 1.03% | 23 |
|
2020
Q1 | $1.18M | Buy |
28,290
+860
| +3% | +$35.8K | 0.44% | 30 |
|
2019
Q4 | $1.09M | Sell |
27,430
-7,820
| -22% | -$311K | 0.37% | 51 |
|
2019
Q3 | $1.1M | Buy |
35,250
+160
| +0.5% | +$4.99K | 0.35% | 56 |
|
2019
Q2 | $1.05M | Buy |
35,090
+430
| +1% | +$12.9K | 0.35% | 50 |
|
2019
Q1 | $716K | Buy |
34,660
+13,200
| +62% | +$273K | 0.23% | 71 |
|
2018
Q4 | $297K | Buy |
+21,460
| New | +$297K | 0.11% | 88 |
|